The client problem
A payment link they were selling through was removed — their checkout may be broken.
What to look for
A payment-link removal was recorded within the last 30 days; workflow setup awaits rollout.
Your next steps
- Notify the team responsible for checkout.
- Check where the removed link was used.
- Offer help restoring a working payment path.
Before you start
- Guide and video available now. Automated setup is awaiting rollout; confirm availability with your agency before using it.
- An agency account with access to the required GoCSM features and client data.
- Review recipients, timing and message content before enabling any follow-up.
- Connected setup data is required for the client account.
This is a preview guide. The video explains the approach; it does not mean an automated playbook is available to install.
Watch the playbook
Payment link removed | HighLevel Client Retention Automation (GoCSM)
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